Group Contacts into Lists
You can filter contacts in CallAction using tags, phone numbers, users, etc., and add contacts to a list. You can use these lists to apply a bulk action like adding tags, or applying a drip campaign, or using them as a call list for the built-in sales dialer.
Basic Workflow for Adding Contacts to a List
Filter Contacts / Conversations
Click Create List
Saves List Automatically
You can then apply a bulk action to a list of saved filtered contacts.
Add Contacts to a List
Login to CallAction
Click on Conversation view
Filter contacts / conversations
Click Create List
Enter a Name for the filtered list
Click X or apply an action.
Done, contacts are now saved to a list. Learn more about applying an action to a list.
Accessing Your Lists
You can access your saved segmented lists from two places.
For conversation view, click the List button
Inside Tools, click List
Not a CallAction User? Try Free 14-Day Trial.
Sign up for a free trial of CallAction sales and marketing automation. Check out our reviews and testimonials.